Instruction Manual

How to configure Cardiris for SalesForce CRM
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CONFIGURING THE CARDIRIS CRM CONNECTOR
In order to configure the Cardiris CRM connector you need to have
administration rights to the computer Cardiris is installed on and to
the Salesforce CRM account you want to export to.
Important note: an Enterprise, Unlimited or Developer Salesforce
account is needed to export contacts from Cardiris.
To configure the connector:
 Right-click the Cardiris icon on the desktop and select Run as
administrator.
 In the main toolbar click Export, and select Salesforce CRM
from the list of available export applications.